Ownership Management

Overview

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Speakers

Marc S. Byrnes Chairman Emeritus Oswald Companies

Marc S. Byrnes is Chairman Emeritus of Oswald Companies. Under Marc’s leadership, the 127-year employee-owned company has enjoyed significant growth and has strengthened its position among the top 50 largest insurance brokers in the United States. The firm is also ranked among the elite top 10 privately held brokers in the country specializing in employee benefits and financial services that was founded by Marc when his agency merged with Oswald in 1987. 

A fixture in the Northeast Ohio civic community, Marc recently served as Chairman of the Board of Directors of United Way of Greater Cleveland. He serves on United Way’s Board of Trustees, Executive and Philanthropic Fund Committees. He was named United Way Volunteer of the Year in 2011.  Marc is an active member on the following Boards: Rock and Roll Hall of Fame and University School’s Board of Trustees and Executive Committee. Most recently, Marc chaired the Search Committee for Head of School at University School.  He received University School’s Distinguished Alumni of the Year Award in 2012. 

In addition, Marc serves as a Board Advisor to:  Nirvana Analytics, Proformex, Tailwind Technologies, Inc., and US Bank. Marc served on the bond issue committees for the Cleveland Metropolitan School District and the Metroparks. He acted as transition Co-Chair for County Executive, Armond Budish, and he is a member of the County’s Economic Commission Council. Marc is a member of the Advisory Board for CSU’s Bernie Moreno Center for Sales Excellence. He serves as Chairman Emeritus of the Cleveland Leadership Center, the preeminent organization for building and engaging civic leadership, as well as participates on CLC’s Endowment Committee. Marc was President (2012-2013) of the 50 Club of Cleveland, the city’s largest leading business society. 

Historically, Inside Business has selected Marc among the Power 100 most influential leaders in Northeast Ohio. In 2016, Marc had the honor of being inducted into the Business Hall of Fame. In January 2018, Marc was the recipient of the Gordon E. Heffernan award for Values, Ethics and Community from the Values-in-Action Foundation and in November 2018, he received the prestigious Humanitarian Award from The Diversity Center of Northeast Ohio. In 2019, he earned the Advocate for Advancement Award at the Smart Women Breakfast, presented by Smart Business Magazine. 

Marc is a 1972 graduate of University School and earned his B.A. from Williams College in 1976.

Lisa Habe President & Chairman of the Board Interlake Industries, Inc.

Lisa is President and Chairman of the board of Interlake Industries, Inc., a leader in short to medium run metal stamplings with facilities in Ohio and Florida. Lisa oversees all aspects of operations at Interlake Industries. She has vast experience in the metal stamping industry and has guided the company in its continued reputation of unmatched excellence throughout the regions Interlake Industries serves.

Tom Zucker President EdgePoint

Tom serves as the President of EdgePoint, managing client transactions, overseeing its day-to-day management and executing strategic initiatives. Tom uses his extensive business and financial experience to assist business owners in completing transition events, acquisitions or recapitalizations. His diverse experiences range from executing corporate divestitures for General Electric to assisting small closely held businesses in executing family ownership transitions. Prior to founding EdgePoint, Tom had almost a decade of financial and transactional experience at Ernst & Young and Arthur Andersen. Early in his career, Tom had a significant experience participating in a family business. He is active in several civic and professional leadership roles. He is also an advisor and board member of several private and public companies. Tom’s educational background included a B.S. in Accounting from Case Western Reserve University. Tom is also a CPA (Inactive) and maintains the FINRA Series 7, 24, 28, 63, and 79 licenses.

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